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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,144 | $75,183-69.2% | $123,894-81.3% | $55,167-58.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.43% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,587 | $2,823-8.4% | $4,617-44.0% | $1,963+31.8% |
| Participant deferral / active EE | $4,397 | $5,084-13.5% | $5,984-26.5% | $3,054+44.0% |
| Admin fee / account holder | $3 | $663-99.5% | $8,357-100.0% | $504-99.4% |